Gerald Craig Reiss

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1992 → Present
  Self Employed Cpa
  Westfield, NJ
• 10/2005 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 05/2007 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1)GERALD REISS CPA; NOT INV REL; WESTFIELD, NJ; CPA FIRM PROVIDES AUDITS & FIN.STMTS TO COMPANIES ALSO,ACCTG, TAX PREP PLANNING & ADVICE TO IND, CORP PRTNSPS & TRUSTS; OWNER AS OF 1993; 40 H/WK: 2) INDIVIDUAL LIFE INSURANCE PROVIDER, NOT INVESTMENT RELATED, PROVIDE LIFE INSURANCE TO INDIVIDUALS AS OF 1996: 3. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: 88A BUCKINGHAM DR, MANCHESTER TOWNSHIP, NJ 08759; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 1/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MANAGE PROPERTY;

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-29
• S63 Uniform Securities Agent State Law Examination
  1995-10-16